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Atlantic Trust, LLC

SEC CIK
0001708001
Latest filing
Aug 6, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Atlantic Trust, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
1,541
Value
$59.0K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of WTRG by Atlantic Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,541$59.0K<0.1%−347−18.4%ReducedHolders
Q1 20261,888$76.0K<0.1%−317−14.4%ReducedHolders
Q4 20252,205$84.6K<0.1%+705+47.0%AddedHolders
Q3 20251,500$59.9K<0.1%−256−14.6%ReducedHolders
Q2 20251,756$65.2K<0.1%+256+17.1%AddedHolders
Q1 20251,500$59.3K<0.1%00.0%UnchangedHolders
Q4 20241,500$54.5K<0.1%00.0%UnchangedHolders
Q3 20241,500$57.9K<0.1%00.0%UnchangedHolders
Q2 20241,500$56.0K<0.1%00.0%UnchangedHolders
Q1 20241,500$55.6K<0.1%00.0%UnchangedHolders
Q4 20231,500$56.0K<0.1%00.0%UnchangedHolders
Q3 20231,500$51.5K<0.1%−1,635−52.2%ReducedHolders
Q2 20233,135$130.7K<0.1%00.0%UnchangedHolders
Q1 20233,135$136.8K<0.1%+11+0.4%AddedHolders
Q4 20223,124$150.0K0.1%−706−18.4%ReducedHolders
Q3 20223,830$158.0K0.1%+2,330+155.3%AddedHolders
Q2 20221,500$69.0K0.1%00.0%UnchangedHolders
Q1 20221,500$77.0K0.1%00.0%UnchangedHolders
Q4 20211,500$81.0K<0.1%00.0%UnchangedHolders
Q3 20211,500$69.0K<0.1%00.0%UnchangedHolders
Q2 20211,500$69.0K<0.1%+1,500NewHolders